Common questions from referrers and their teams.
What is CasePilot?
CasePilot is the referral intake, coordination, and proof-of-service platform for Connections Counseling Services — one clinic with offices in Murray and Orem, Utah, plus telehealth.
Who uses CasePilot?
Vetted professional referrers — caseworkers, attorneys, GALs, probation officers, school and court staff, healthcare providers, and community organizations — plus Connections therapists and admin staff. Referrer accounts are created by the Connections admin team.
Does CasePilot replace the clinic's clinical records?
No. CasePilot tracks referral intake, coordination, and proof of service. Detailed clinical documentation stays in the clinic's clinical record system.
How does CasePilot handle privacy and permissions?
Access is role-scoped and enforced by database policy, with audit logs and release controls for shared reporting artifacts.
Can we see our own workflow in a demo?
Yes. The demo is tailored to how you refer — intake, status updates, and documentation — using fictional demonstration data.
How do we get started?
Submit a demo request and we will schedule a walkthrough with your team. When you are ready, the Connections admin team creates your referrer account — and you get email status updates on every referral even if you never log in.